Features

Governance

Governance

Authentication & Identity

Centralized authentication for secure access

Security teams need tight control over who can access customer data; commercial teams need frictionless logins and simple user management. Planhat supports SSO, SCIM user provisioning, IP allowlists, and session controls so you can align with your company’s identity strategy from day one. Admins can automate onboarding and offboarding while enforcing strong policies centrally, including how and where external users log in. You reduce access risk and admin overhead, making it easier to scale Planhat across regions, partners, and new business units.

Centralized authentication for secure access

Security teams need tight control over who can access customer data; commercial teams need frictionless logins and simple user management. Planhat supports SSO, SCIM user provisioning, IP allowlists, and session controls so you can align with your company’s identity strategy from day one. Admins can automate onboarding and offboarding while enforcing strong policies centrally, including how and where external users log in. You reduce access risk and admin overhead, making it easier to scale Planhat across regions, partners, and new business units.

Centralized authentication for secure access

Security teams need tight control over who can access customer data; commercial teams need frictionless logins and simple user management. Planhat supports SSO, SCIM user provisioning, IP allowlists, and session controls so you can align with your company’s identity strategy from day one. Admins can automate onboarding and offboarding while enforcing strong policies centrally, including how and where external users log in. You reduce access risk and admin overhead, making it easier to scale Planhat across regions, partners, and new business units.

Centralized authentication for secure access

Security teams need tight control over who can access customer data; commercial teams need frictionless logins and simple user management. Planhat supports SSO, SCIM user provisioning, IP allowlists, and session controls so you can align with your company’s identity strategy from day one. Admins can automate onboarding and offboarding while enforcing strong policies centrally, including how and where external users log in. You reduce access risk and admin overhead, making it easier to scale Planhat across regions, partners, and new business units.

01

Single Sign-On via SAML

Connect Planhat to your corporate identity provider for seamless and secure user authentication.

01

Single Sign-On via SAML

Connect Planhat to your corporate identity provider for seamless and secure user authentication.

01

Single Sign-On via SAML

Connect Planhat to your corporate identity provider for seamless and secure user authentication.

01

Single Sign-On via SAML

Connect Planhat to your corporate identity provider for seamless and secure user authentication.

02

Multi-Factor Authentication & Session Controls

Enforce multi-factor authentication and idle-timeout policies to reduce exposure from compromised or unattended sessions.

02

Multi-Factor Authentication & Session Controls

Enforce multi-factor authentication and idle-timeout policies to reduce exposure from compromised or unattended sessions.

02

Multi-Factor Authentication & Session Controls

Enforce multi-factor authentication and idle-timeout policies to reduce exposure from compromised or unattended sessions.

02

Multi-Factor Authentication & Session Controls

Enforce multi-factor authentication and idle-timeout policies to reduce exposure from compromised or unattended sessions.

03

Restricted partner and contractor access

Provide limited, IP-restricted access for partners or contractors to specific accounts and pages, without exposing the rest of your commercial data or workflows.

03

Restricted partner and contractor access

Provide limited, IP-restricted access for partners or contractors to specific accounts and pages, without exposing the rest of your commercial data or workflows.

03

Restricted partner and contractor access

Provide limited, IP-restricted access for partners or contractors to specific accounts and pages, without exposing the rest of your commercial data or workflows.

03

Restricted partner and contractor access

Provide limited, IP-restricted access for partners or contractors to specific accounts and pages, without exposing the rest of your commercial data or workflows.

What's new

View Changelog

What's new

View Changelog

What's new

Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Discover the full power of Authentication & Identity

Discover the full power of Authentication & Identity

Discover the full power of Authentication & Identity

Request a demo

Request a demo

Discover the full power of Authentication & Identity

Request a demo

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us